How to create an Access Type

Aaron Rendell
Aaron Rendell
  • Updated

Within this article we will cover how you go can add access types, which can be used to control audiences and determine who can see and edit certain documents.

If you have any questions or issues with the configuration please submit a ticket to our support team. 

Creating an Access Type

  1. Navigate to the Filer admin centre then select ‘Configuration’ from the left-hand menu.

 

  1. You will then see a pop up and from here select the configuration that you want to manage.

 

  1. You will notice the interface will change now to show the configuration that you are currently managing in the top right-hand corner of the page.

 

  1. From here select ‘Access Types’

 

  1. And then select ‘Create’.

 

  1. You will then be presented with a menu from where you can start to add some details for this access type.

 

Add a name for your group, select a document library that this access type should apply to and then select an Azure active directory group that should have read access to the files you can also add another group with edit access if you tick the ‘Enable Edit Permissions’ toggle checkbox. Once you have added the relevant information select ‘Save’.

When you have added some access types, you can edit them by selecting the ellipses and then selecting ‘Edit’ and you will be presented with a form as before and you can change the groups/name or add edit permissions if you didn’t before and once again when you are finished with changes select ‘Save’.

 

  1. You can also delete access types that you have created by selecting the ellipses and then selecting ‘Delete’.